Notícias

Recent advancements in AI chips have been exemplified by Cloudera's partnership with NVIDIA, which introduces native GPU acceleration for Apache Spark 4.1 within Cloudera Data Engineering. This integration, facilitated by the NVIDIA CUDA-X library cuDF, promises up to fourfold faster processing on NVIDIA GPUs compared to traditional CPUs, without necessitating code alterations. The collaboration aims to accelerate data preparation workflows, thereby reducing cloud compute costs across hybrid...

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

The "Mad Money" host pointed to Walmart's 9% stock drop and rising Treasury yields as signs that macro pressures are overwhelming strong individual companies

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

Micron's CEO just confirmed a specific date when a government-imposed restriction on buybacks expires, and with competitors already returning tens of billions to shareholders, what happens next on that calendar day could reshape how investors value the stock entirely.

Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.

The new research hub aims to advance memory technology and AI with a decade-long funding plan.

On August 20, Micron Technology (NASDAQ:MU) said it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, dedicated to advancing memory technology and compute systems. The announcement lands just weeks after the company posted its fifth straight quarterly revenue record, powered by soaring demand for the chips that […]

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Druckenmiller has never had a down year in all his years as a professional investor.

Micron CEO Sanjay Mehrotra calls memory the strategic infrastructure of the AI era as demand outruns supply.

Memory is "strategic infrastructure” for AI, Micron CEO Sanjay Mehrotra said.

The famed quantitative investment firm reduced its MU position despite the chipmaker’s powerful rally and growing exposure to the AI boom.

Sandisk has now been profitable for a whole year.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your retirement or quietly wreck it.

DRAM bundles the entire memory chip boom into one ticker, and that same design feature is quietly loading investors with a risk most people never think to check before buying in.

The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

A massive research push could sharpen Micron's competitive edge

Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.

Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.

Soros Fund Management increased its position in Q2 fiscal 26, even as the AI chip stock continued to surge.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Micron unveils Micron Research Labs, a new research institution. Its stock has soared more than 700% over the last year, and was up again Thursday.

The decade-long Boise investment targets technologies beyond today's HBM boom and strengthens Micron's U.S. research footprint.

The planned decade-long investment will fund a flagship Boise campus, university partnerships, and satellite labs worldwide